Knowledge Base

Reports

Great news – you can now save report preferences! You can quickly generate a report with a particular timeframe, output that report and save the template for future reference or use – great for predefining reporting templates on financial quarters, for example.

You can save any preferences across any reports.

Make sure you tick ‘Save Report Options’ and give your report a name (see below). Clicking on ‘View Report’ will give you the report output and auto-save the report template which you will then be able to access again using the ‘Select Report’ dropdown.

The cleaning report gives you the units (properties) that has a customer departing within a date range. For example you may want to pull the report for that day, to hand over to your housekeeping staff. That way they can see what units need cleaning and tick the sheet once it has been done.

If you may want to download large data sets from your account, to do this we can enable ‘Report to Email’ on your account. This simple means that the data is aggregated behind the scenes and emailed to the user creating the report.

Email support to activate this feature and when you go to generated your next report, you’ll see an additional tick box for ‘Send as Email’.

This report can be pulled on a specific day and is often used for housekeeping staff. We give the option of also attaching different information to the report, so that for example if you have a ‘Dog’ as an add-on you may want the housekeeping staff to do more of a thorough clean in these properties.

Please note that from August 2017, as a default, all add-ons associated with that booking are automatically ticked so that they are displayed in this report.

This report shows the dates and availability of add-ons within a certain date range. For example, this could be used to see how many electric hookups are available and how many are booked out for any given day.